David Munn Email & Phone Number
President; Senior Client Advisor @ Munn Wealth Management
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David Munn Location
- Maumee, OH, US
David Munn Work
- 2009 -now President; Senior Client Advisor @
- 2006 -2009 Client Portfolio Manager @ The Joseph Group Capital Management
- 2003 -2009 Boatswain's Mate @
David Munn Education
- Boston University
Certified Financial Planner (2008)
2007-2008 - The Ohio State University Fisher College of Business
Bachelor of Science in Business Administration (Finance)
2003-2007
David Munn Skills
- Risk Management
- Budgets
- Investments
- Retirement Planning
- College Education Planning
- Strategic Financial Planning
- Leadership
- Portfolio Management
- Asset Allocation
- Disability Insurance
- Bonds
- Leadership Development
- Mutual Funds
- Wealth Management
- Sales
- Cash Flow
- Small Business
- Project Planning
- Financial Advisory
- Process Improvement
- Finance
- Security
- Microsoft Excel
- Certified Financial Planner
- Customer Service
- Financial Analysis
- Security Clearance
David Munn Summary
- David Munn, based in Maumee, OH, US, is currently a President; Senior Client Advisor at Munn Wealth Management. David Munn brings experience from previous roles at The Joseph Group Capital Management and U.S. Coast Guard. David Munn holds a 2007 - 2008 Certified Financial Planner in 2008 @ Boston University. With a robust skill set that includes Risk Management, Budgets, Investments, Retirement Planning, College Education Planning and more. David Munn has 2 emails and 1 mobile phone numbers on RocketReach.
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